Setting Up Location Inventory Preferences

The Location Preferences window allows you to set the default inventory ordering preferences for all locations and the inventory ordering preferences for each location. This section tells you how to set up location inventory preferences, including how

To select frame order preferences

  1. From the OfficeMate Administration main window, click Setup.
  2. Select Location Preferences.

    The Location Preferences window opens.

  3. Select All from the System Preferences For drop-down menu to set the default preferences for all store locations.

    OR

    Select a store from the System Preference For drop-down menu to set the preferences for an individual location.

    If your practice is setting up location inventory preferences for the first time, select All to set defaults for all locations. Later, select the individual stores to change only those defaults that are different from other locations.

    Changes made to these preferences do not take effect until OfficeMate is closed and reopened at the location.
  4. Click the Frame Order tab.
  5. If you selected a store from the System Preference For drop-down in step 3, select only those Location Override check boxes (the check boxes on the left side of the window) that correspond to store preferences that will deviate from the preferences set for all locations; otherwise, go to step 6.
  6. To allow users to adjust product quantity on hand from the Eyewear Order window, select Yes from the Display the Adjust Quantity On Hand Button radio buttons.
  7. To allow users to sample frames when all other inventory is exhausted, select Yes from the Allow Sample Frames to Be Sold radio buttons.

    A dialog will display warning the user that he or she is selling the sample.

  8. Select the default source for frame orders by selecting one of the Preferred Source to Order Frames radio buttons.
  9. Select any alternative frame sources from the If the Preferred Source Does not Have the Frame, Order From check boxes.
  10. Select an internal distribution center from the If the Order from Is DC, which DC drop-down menu, as needed.
  11. If the frame is not in stock and must be ordered from the vendor, select the location to which the frame should be sent from the If the Frame...Ship the Frame Directly To radio buttons.
  12. Select an internal lab from the If the Vendor Ship-to Is Lab, which Lab drop-down menu, as needed.
  13. Select Yes from the If the Frame...Display Availability at Other Stores radio buttons to display all store locations’ inventories if the frame is out of stack at your location.
    If you are a single-location practice, select Yes to enable staff to view inventory levels within the Eyewear Order window.
  14. Select Yes from the Warn if the Frame is Discontinued radio buttons to display a dialog box when a discontinued frame is recorded on an eyewear order.
  15. Select Yes from the Warn if the Frame is Backordered radio buttons to display a dialog box when a backordered frame is recorded on an eyewear order.
  16. Click OK to save your changes.

To select soft contact order preferences

  1. From the OfficeMate Administration main window, click Setup.
  2. Select Location Preferences.

    The Location Preferences window opens.

  3. Select All from the System Preferences For drop-down menu to set the default preferences for all store locations.

    OR

    Select a store from the System Preference For drop-down menu to set the preferences for an individual location.

    If your practice is setting up location inventory preferences for the first time, select All to set defaults for all locations. Later, select the individual stores to change only those defaults that are different from other locations.

    Changes made to these preferences do not take effect until OfficeMate is closed and reopened at the location.
  4. Click the Soft Contact Order tab.
  5. If you selected a store from the System Preference For drop-down in step 3, select only those Location Override check boxes (the check boxes on the left side of the window) that correspond to store preferences that will deviate from the preferences set for all locations; otherwise, go to step 6.
  6. Select the default source for soft lens orders by selecting one of the Preferred Source to Order Lenses radio buttons.
  7. Select any alternative soft lens sources from the If the Preferred Source Does not Have the Lens, Order From check boxes.
  8. Select an internal distribution center from the If Lenses Are Supplied by a DC, which DC drop-down menu, as needed.
  9. Select an internal lab from the If the Lenses Are Supplied by a Company Lab, which Lab drop-down menu, as needed.
  10. If the lens is not in stock at the internal distribution center or internal lab, and it must be ordered from the vendor, select the location to which the vendor should send the lens from the If the Lens...Ship the Lens Directly To radio buttons.
  11. Select Yes from the If the Lens...Display Availability at Other Stores radio buttons to display all store locations’ inventories if the lens is out of stack at your location.
    If you are a single-location practice, select Yes to enable staff to view inventory levels within the Soft Lens Order window.
  12. Select Yes from the Warn if the Lens is Discontinued radio buttons to display a dialog box when a discontinued lens is recorded on an eyewear order.
  13. Select Yes from the Warn if the Lens is Backordered radio buttons to display a dialog box when a backordered lens is recorded on an eyewear order.
  14. Click OK to save your changes.

To select hard contact order preferences

  1. From the OfficeMate Administration main window, click Setup.
  2. Select Location Preferences.

    The Location Preferences window opens.

  3. Select All from the System Preferences For drop-down menu to set the default preferences for all store locations.

    OR

    Select a store from the System Preference For drop-down menu to set the preferences for an individual location.

    If your practice is setting up location inventory preferences for the first time, select All to set defaults for all locations. Later, select the individual stores to change only those defaults that are different from other locations.

    Changes made to these preferences do not take effect until OfficeMate is closed and reopened at the location.
  4. Click the Hard Contact Order tab.
  5. If you selected a store from the System Preference For drop-down in step 3, select only those Location Override check boxes (the check boxes on the left side of the window) that correspond to store preferences that will deviate from the preferences set for all locations; otherwise, go to step 6.
  6. Select an internal lab from the Lab to Supply Hard Contact Lens Orders drop-down menu, as needed.
  7. Select Yes from the Warn if the Lens is Discontinued radio buttons to display a dialog box when a discontinued lens is recorded on an eyewear order.
  8. Click OK to save your changes.